Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSDCX (Wisdom C) | NA | 66.28% | -6.74% | -2.54% | NA | NA | NA | … | … |
Data as of 03/05/2010, Common starting date is 01/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSDCX (Wisdom C) | 01/07/2002 | 03/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 66.28 | -6.74 | -2.54 | NA | NA | NA | … | … | -0.38 | 18.58 | -32.88 | -0.24 | 12.01 | -0.47 | 9.19 | 17.02 | -4.01 |
| Sharpe Ratio | NA | 3.04 | -0.29 | -0.20 | NA | NA | NA | … | … | -0.21 | 0.67 | -0.94 | -0.24 | 1.07 | -0.24 | 1.11 | 1.60 | -0.40 |
| Standard Deviation(%) | NA | 21.75 | 27.35 | 22.27 | NA | NA | NA | … | … | 11.06 | 27.41 | 35.77 | 13.37 | 8.19 | 11.24 | 7.41 | 10.19 | 12.90 |
| Draw Down(%) | NA | 5.86 | 55.93 | 55.93 | NA | NA | NA | … | … | 4.76 | 31.82 | 41.98 | 8.35 | 5.98 | 6.29 | 6.67 | 10.02 | 15.83 |
| Yield(%) | 0.00 | 0.25 | 6.34 | 6.40 | 4.05 | 2.70 | 2.02 | … | … | 0.00 | 0.18 | 5.76 | 13.52 | 8.74 | 5.94 | 1.44 | 0.00 | 0.00 |
Data as of 03/05/2010, Common starting date is 01/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSDCX (Wisdom C) |
-16.91%
Feb 2006 – Feb 2009 |
-9.43%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSDCX (Wisdom C) |
10.43%
Feb 2003 – Feb 2006 |
8.26%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart